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This overview will create a profitability percentage per item while having the flexibility to change the report with the multiple buttons/options.
CalculationExplanation
Standard price per pack

Standard sales price used as starting cost for deducting all the other expenditures.

This price is picked up from Pricelist 1 from Sage.

Cost of material

  • Based on BOM
  • Average Unit cost

The two unit prices are displayed, while only using the Average Unit cost for the calculations.

The Average Unit cost will be used to be deducted from the Standard price.

Sales

  • Qty sold
  • Litres sold
  • Revenue
  • % of current item - XXXX
  • % of total XXX - Segment
  • % of total XXX


FieldExplanation

Qty sold

Number of packs sold for the selected item for the selected period. Calculated based on sales figures.

Litres sold

Number of litres sold for the selected item for the selected period. Calculated based on sales figures. The quantity is multiplied with the UDF ufIIPACKLTR of the stockitem to get a litre sales total.
RevenueRevenue for the the selected item for the selected period. Calculated based on sales figures.

% of current item - XXXX

XXXX = Litres or revenue based on the selected option in the menu.


Show the XXXX % per segment vs the total XXXX for the one item. This is used to allocate the Production expenditure to a per segment amount.

(Summing the percentages within its own items for all the segments, will add up to 100% )

Note that this is not the same as "% of total XXX" as this checks it against the total of all items.

% of total XXXX - Segment

XXXX = Litres or revenue based on the selected option in the menu.


Shows the % XXXX of grand total for the current segment. Note that summing all % from left to right should add up to 100%.

Note that based on this figure the Expenditure of report 1 -5 will be allocated to the item.


% of total XXXX

XXXX = Litres or revenue based on the selected option in the menu.

Shows the % of grand total of the XXXX of all items loaded into the Dashboard. Note that summing all % from left to right should add up to 100%.

Exfactory

  • Variable cost
  • Fixed cost

Contains the amount allocated to the item (or segment underneath if option selected in the dashboard). This amount is split based on variable and fixed UDF (ulGLGroupType).

Example calculation:

WhatValueNote
Item30001
PeriodOct
Get the per line % of total

  Line 1 Qty = 151,613.00 = 20.51%

Line 2 Qty = 33,713.00 = 3.98%

Get these figure from the page called "11) Stock % per line". Note that this is calculated per line.

Image Added

Get the line totals

Line 1 = 589,692.48

Line 2= 623.300.15

Get this from the page "1) Production expenses". Scroll to the bottom to get the totals for the line.

Image Added

Note if you want can filter the overview with Fixed and Variable to check them individually.

Multiply the figures

Line 1 = 589,692.48 * 20.51% = 120,945.93

Line 2= 623.300.15 * 3.98% = 24,807.35

Total = 145,753.27


Note the total will be the value for the ALL Segments (or the collapsed version of the matrix with out the segment level)
Get the per segment value

In this case Item 300001 only has sales on DT:

So % of current item - revenue = 100% for DT

145,753.27 * 100 % = 145,753.27

Image Added

Note that there is a minimal CRN on MEGA, causing the 1.38 value
































8a) Performance overview - per SKU

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